MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$5.3M
3
+$5.22M
4
LNKD
LinkedIn Corporation
LNKD
+$4.85M
5
SBUX icon
Starbucks
SBUX
+$4.45M

Top Sells

1
+$5.36M
2
+$3.77M
3
+$2.33M
4
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$2.15M
5
VMI icon
Valmont Industries
VMI
+$1.71M

Sector Composition

1 Consumer Discretionary 22.2%
2 Communication Services 13.91%
3 Technology 8.69%
4 Industrials 7.09%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.82M 0.61%
145,144
+44,144
52
$3.8M 0.61%
251,072
+96,128
53
$3.66M 0.59%
59,195
+3,881
54
$3.65M 0.59%
48,322
+4,125
55
$3.56M 0.57%
379,260
-248,150
56
$3.55M 0.57%
+54,426
57
$3.55M 0.57%
21,576
+5,214
58
$3.41M 0.55%
34,583
+23,510
59
$3.38M 0.54%
70,044
+17,482
60
$3.26M 0.52%
133,943
+42,807
61
$3.09M 0.49%
133,309
+42,613
62
$3.07M 0.49%
95,293
-4,576
63
$3.04M 0.49%
52,674
+12,943
64
$2.93M 0.47%
126,944
+65,670
65
$2.86M 0.46%
21,143
+2,170
66
$2.84M 0.45%
77,134
+6,852
67
$2.73M 0.44%
130,802
+41,817
68
$2.71M 0.43%
+256,744
69
$2.63M 0.42%
45,372
-8,057
70
$2.59M 0.42%
69,299
+23,246
71
$2.58M 0.41%
62,044
+20,752
72
$2.49M 0.4%
38,639
+3,431
73
$2.44M 0.39%
45,859
+26,542
74
$2.44M 0.39%
54,756
+18,012
75
$2.44M 0.39%
103,224
+42,242
1 2
3
4 5